商品研究晨报
期货研究 请务必阅读正文之后的免责条款部分 1 国泰君安期货商品研究晨报 观点与策略 黄金:高位震荡 .................................................................................................................................................................................. 3 白银:跟随冲高 .................................................................................................................................................................................. 3 铜:内外仓单库存减少,支撑价格 ............................................................................................................................................. 5 铝:日盘跌落 ...................................................................................................................................................................................... 7 锌:消费增量迟缓,限制上方 ...................................................................................................................................................... 9 铅:消费淡季,偏弱运行 ............................................................................................................................................................. 11 镍:库存低位支撑,俄镍现货偏紧 ........................................................................................................................................... 13 不锈钢:成交氛围起色,多空博弈加剧 .................................................................................................................................. 13 锡:高位跌落 .................................................................................................................................................................................... 15 工业硅:硅价弱稳为主 .................................................................................................................................................................. 17 铁矿石:宽幅震荡 ........................................................................................................................................................................... 19 螺纹钢:减产预期升温,震荡反复 ........................................................................................................................................... 21 热轧卷板:减产预期升温,震荡反复 ...................................................................................................................................... 21 硅铁:静态需求驱动,宽幅震荡 ............................................................................................................................................... 23 锰硅:关注成本支撑,宽幅震荡 ............................................................................................................................................... 23 焦炭:超跌后震荡运行 .................................................................................................................................................................. 25 焦煤:超跌后震荡运行 .................................................................................................................................................................. 25 动力煤:大秦线检修开启,承压运行 ............
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